欧盟委员会主席冯德莱恩：已准备好与美国达成贸易协议，但也做好达不成协议的准备。 ...

Core Viewpoint - India is likely to allow the import of genetically modified animal feed from the United States as part of a trade agreement [1] Group 1 - The potential trade agreement may enhance agricultural trade between India and the United States [1] - This move could signify a shift in India's stance on genetically modified organisms (GMOs) in agriculture [1] - The import of genetically modified animal feed may lead to increased efficiency and productivity in India's livestock sector [1]

在中国商务部7月3日举行的例行新闻发布会上，商务部新闻发言人何咏前在被问及该协议对中国的 影响时表示，美国对全球贸易伙伴加征所谓"对等关税"是典型的单边霸凌做法，中方一直坚决反 对。 2025.07. 03 本文字数：757，阅读时长大约2分钟 作者 | 第一财经 高雅 据新华社报道，美国总统特朗普7月2日表示，美国已经与越南达成贸易协议。越南所有对美出口商 品将面临至少20%关税，并对美国"完全开放市场"。 何咏前称："中方注意到相关情况，正在开展评估。 中方的立场是一贯的，我们乐见各方通过平等磋 商解决与美方经贸分歧，但坚决反对任何一方以牺牲中方利益为手段达成交易。如果出现这样情况， 中方将坚决予以反制，维护自身正当权益。" 另有记者询问能否证实特朗普9月初带领企业团访华的相关报道，何咏前表示，对此没有可以提供的 信息。"但是中方的态度是一贯且明确的，希望美方与中方相向而行。在两国元首的战略引领下，本 着相互尊重、和平共处、合作共赢的原则，不断增进共识、减少误解、加强合作，共同推动中美经贸 关系健康、稳定、可持续发展。"她表示。 同时，有记者问及中方对原产于欧盟的进口相关白兰地反倾销调查，何咏前称："根据 ...

Group 1 - The Chinese government maintains a consistent stance advocating for equal negotiations to resolve trade differences with the U.S., opposing any agreements that sacrifice Chinese interests [1] - The U.S. has reached a trade agreement with Vietnam, imposing at least 20% tariffs on all Vietnamese exports to the U.S., which raises concerns for China regarding unilateral trade practices [1] - The Chinese Ministry of Commerce is currently assessing the implications of the U.S.-Vietnam trade agreement and emphasizes the need for mutual respect and cooperation in U.S.-China economic relations [1] Group 2 - The Chinese Ministry of Commerce has initiated an anti-dumping investigation into imported brandy from the European Union, with a final ruling expected soon [3] - The investigation timeline has been extended to July 5, 2025, due to the complexity of the case, as per the Anti-Dumping Regulations [3] - The Ministry of Commerce has issued announcements regarding the investigation, indicating ongoing regulatory actions in response to international trade practices [3]

交易咨询业务资格：证监许可【2012】1091号 2025-07-03原油早报 大越期货投资咨询部 金泽彬 从业资格证号：F3048432 投资咨询证号： Z0015557 联系方式：0575-85226759 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投 资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 CONTENTS 目 录 1 每日提示 2 近期要闻 3 多空关注 4 基本面数据 5 持仓数据 原油2508： 1.基本面：美国总统特朗普宣布，美国将对越南出口商品征收20%关税，任何从第三国通过越南转运的商品 将面临40%的关税，他并称，越南将对美国产品征收零关税；ADP周三公布的全美就业报告显示，6月民间就 业岗位减少3.3万个，为2023年3月以来首次减少，经济不确定性阻碍招聘；伊朗颁布法令，规定国际原子 能机构今后对其核设施的检查需获得德黑兰最高国家安全委员会的批准，该国指责该机构偏袒西方国家， 并为以色列的空袭提供理由；中性 2.基差：7月2日，阿曼原油现货价为68.76美元/桶，卡塔尔海洋原油现货价为6 ...

瑞银：特朗普对越南的20%关税处于预期范围的低端 金十数据7月3日讯，瑞银经济学家William Deng在一份研究报告中说，美国对越南商品征收的20%关税 处于预期范围的低端。越南允许美国商品免税进入该国的决定"在很大程度上是意料之中的"，因为美国 产品在技术和能源等领域的更多准入应该有利于越南的经济增长。该贸易协议的细节对于确定对越南的 经济影响至关重要，尤其是对转运货物的影响，转运货物将面临40%的关税。今后一个关键的观察点 是，是否有进一步向美国和国际资本开放金融市场的细节。 ...

Report Industry Investment Rating - Not provided in the given content Core View - The price of copper remains firm while the US dollar is under pressure [1] Summary According to Related Contents Copper Fundamental Data - The closing price of the Shanghai Copper main contract was 80,540 with a daily decline of 0.12%, and the night - session closing price was 80,900 with a night - session increase of 0.45%. The closing price of the LME Copper 3M electronic disk was 10,010 with a daily increase of 0.67% [1] - The trading volume of the Shanghai Copper main contract was 101,958, a decrease of 11,491 compared to the previous day, and the open interest was 223,122, a decrease of 861. The trading volume of the LME Copper 3M electronic disk was 16,830, a decrease of 5,645, and the open interest was 285,000, an increase of 1,136 [1] - The futures inventory of Shanghai Copper was 25,097, an increase of 324, and that of LME Copper was 90,625, a decrease of 625. The cancellation warrant ratio of LME Copper was 36.33%, an increase of 1.29% [1] - The LME copper premium was 116.3, a decrease of 65.39 compared to the previous day. The Shanghai 1 bright copper price was 73,900, an increase of 600. The spot - to - near - month futures spread was 120, a decrease of 80 [1] Macro and Industry News - Macro: The US ADP employment in June decreased by 33,000, the first monthly decline in more than three years. UBS and Citigroup warned that the cooling of the job market may accelerate interest rate cuts. Trump said that the US and Vietnam reached a trade agreement, with the US imposing a 20% tariff on Vietnamese goods and 40% on transshipped goods, and Vietnam "fully opening the market" to the US [1] - Micro: Western Mining's Yulong Copper Mine Phase III project was approved, and the copper production scale will increase to 30 million tons per year. The negotiation result of TC/RC between Antofagasta and Chinese smelters in 2025 was set at 0.0 dollars per thousand tons and 0.0 cents per pound, far exceeding market expectations. More than 33,000 metric tons of copper concentrate have been shipped from the closed Cobre Panama copper mine. Chile's copper production in May was 486,574 tons, a month - on - month increase of 4.9% and a year - on - year increase of 9.4% [1][3] Trend Intensity - The copper trend intensity is 1, with the range of trend intensity being integers in the [-2, 2] interval, where -2 represents the most bearish and 2 represents the most bullish [3]

据央视新闻报道，当地时间7月2日获悉， 德国西门子股份公司收到美国政府的通知称，美国 已取消对中国芯片设计软件的出口限制。 根据公司声明，这家德国供应商已恢复中国客户对 其软件和技术的全面访问。 本期编辑 黎雨桐 特朗普称美越达成贸易协议！越南所有对美出口商品将面临至少20%关税 比特币，大逆转！超9万人爆仓 "部分车企诋毁歪曲，大可不必"！雷军时隔3个月再直播，信息量很大 SFC 21君荐读 来源丨央视新闻 ...

Group 1 - The core viewpoint of the articles revolves around the ongoing trade negotiations between the US and India, with both sides making constructive efforts to reach an agreement before the July 9 deadline [1][2]. - The US is reportedly optimistic about reaching a mutually beneficial agreement that would lower tariffs and facilitate American companies' access to the Indian market [1]. - The recent US-Vietnam trade agreement, which significantly reduced tariffs on Vietnamese goods, may serve as a reference point for the US-India negotiations, adding pressure on India to make concessions [2]. Group 2 - India has established firm "red lines" in the negotiations, particularly concerning agriculture and dairy products, indicating a strong stance against any concessions that could undermine its domestic agricultural sector [3]. - The Indian Finance Minister has emphasized the sensitivity of agricultural issues, while also suggesting that India is open to better market access in certain areas, provided there is reciprocal openness from the US [3]. - The main obstacle to an agreement remains the liberalization of agriculture, as reducing tariffs on US agricultural products could threaten India's food security and expose small farmers to global price fluctuations [3].

美股科技股反弹。 当地时间7月2日（周三），美股三大指数收盘涨跌不一，纳指与标普500指数创收盘历史新高。消息面上，美国总统特朗普宣布已与越南达成贸易协议。6月 ADP私人就业人数意外下降，引发对美国经济状况的担忧，投资者的乐观情绪受到限制。 截至收盘，道指跌10.52点，跌幅为0.02%，报44484.42点；纳指涨190.24点，涨幅为0.94%，报20393.13点；标普500指数涨29.41点，涨幅为0.47%，报 6227.42点。 周三盘中，标普500指数最高上涨至6227.60点，创盘中历史新高。 "小非农"就业数据爆冷 特斯拉交付量连续两个季度下滑 板块方面，标普500指数十一大板块七涨四跌。能源板块和材料板块分别以1.70%和1.33%的涨幅领涨，医疗板块和公用事业板块分别以0.97%和0.87%的跌 幅领跌。 大型科技股多数上涨。甲骨文涨超5%，特斯拉涨超4%，台积电、超微电脑涨超3%，英伟达、苹果涨超2%，博通、高通、超威半导体、谷歌-A、阿斯麦、波 音涨超1%，微软、亚马逊、奈飞、Meta小幅下跌，英特尔跌超4%。 周三早间公布的"小非农"ADP就业报告显示，美国6月私营就业人数减少3 ...